Wadsworth v. Murray

29 A.D. 191
Appellate Division of the Supreme Court of the State of New York·Decided July 1, 1898·Published·Cited by 2 cases

Opinion

Ward, J.:

The will of James Wadsworth devised to his two sons, James S. and William W., all the land and real estate of which he should die seized in the towns of Geneseo and Avon, in the county of Livingston, except what should thereafter be specifically devised, one-half to be held by each devisee during his natural life, and if he should die leaving lawful issue, such issue to take an estate in fee, but in case of dying without issue, the surviving brother was to take the fee therein, with power of sale, during their lives, as the joint act of the two sons. He then devised to each of his sons one-fourth of all other lands held by him, in fee, not specifically devised therein. He then devised unto Martin Brimmer, and to his (the testator’s) two sons, another fourth of all said real estate outside of the towns of Geneseo and Avon aforesaid, as trustees for his daughter Elizabeth, to have, hold and dispose of for the benefit of Elizabeth, in the same manner as hereinafter stated as to the devise for the benefit of Martin Brimmer, Jr.; and if Elizabeth left issue her surviving, such issue should take an estate in fee in the real estate thereby devised to trustees; but in case Elizabeth should die without issue, then the same provision wras made as to the descent and the vesting of the estate in the heirs at law as was made in the case of Martin Brimmer.

And the will further provided, as follows:

I give and devise unto the said Martin Brimmer, James S. Wadsworth and William W. Wadsworth one other fourth part of all the real estate I may have at the time of my death, not herein-before or hereinafter specifically devised, wheresoever situated, as trustees of my grandson Martin Brimmer, Junior, to have and to hold the same as such trustees as aforesaid to them and to their successors in office so long as the said Martin Brimmer, Junior, shall live, in trust [194] to receive the rents, profits and income thereof until the said Martin Brimmer, Junior, shall attain the age of twenty-one years (if he shall so long live), and to invest such rents, profits and income in the same manner that they are hereinbefore authorized to invest the proceeds of real estate devised to them in trust for my daughter Elizabeth, and to hold the same upon like trusts but for the benefit, nevertheless, and as trustees of the said Martin Brimmer, Junior, and after the said Martin Brimmer, Junior, shall arrive at the age of twenty-one years, they shall annually pay to the said Martin Brimmer, Junior, the rents, profits and income of the lands herein devised to them in trust for him, and the rents, profits and income of all accumulations thereof before he shall arrive at the age of twenty-one years. And in case the said Martin Brimmer, Junior, shall die, leaving lawful issue him surviving, such issue-shall take an estate in fee in the real, estate hereby devised in trust for him, and the entire and absolute estate and interest in such accumulations as are hereinbefore provided for. And in case the said Martin Brimmer, Junior, shall die leaving no lawful issue him surviving, then and in that case the estate in said lands and the entire and absolute estate and interest in such accumulations shall descend to and vest in my heirs at law in the same manner that it would have descended to, and vested in them if this will had not been made, and the said Martin Brimmer, Junior, had died without issue before my decease.”'

The will further authorized the trustee to sell all or any part of this real estate, and to invest the proceeds for the benefit of the cestui que trust; and it also bequeathed to the trustee one-fourth of all the personal property that the testator should have at the time of his death not otherwise bequeathed, to receive the income and profits, and pay the same annually to Martin Brimmer for the benefit of his son Martin Brimmer, Jr., until he should attain the age of twenty-one years, if he should live so long; and when Martin Brimmer, Jr., should arrive at the age of twenty-one years the estate and interest in the personal property thus bequeathed in trust should vest absolutely in the said Martin Brimmer, Jr., and the trust thereby created, so far as the same related to such personal property, should end.

The trial court, in construing the jn’ovisions of the will above quoted, held : “ That a remainder estate was therein and thereby created in favor of the heirs of the testator living at the time of his [195] death in equal shares, excluding the said Martin Brimmer, Jr., to wit: William W. Wadsworth, James S. Wadsworth and Elizabeth Wadsworth (afterwards Elizabeth Murray), which remainder estate so therein and thereby devised to them vested in possession upon the death of Martin Brimmer, Jr., leaving no lawful issue him surviving.” And, also, that the same direction should be given to the proceeds of land sold by virtue of the power of sale contained in the will to be disposed of in the same manner that the lands would have descended and been disposed of if they had not been sold.

And further held: “ That the remainder estate in the said lands of said Elizabeth Murray descended upon her death to her brothers James S. Wadsworth (and William W. Wadsworth), and her nephew Martin Brimmer, Jr., in equal shares as her heirs at law, and not to the defendant Charles James Murray by reason of his alienage.”

With this conclusion of the trial court all of the parties to this action are content, except the appellant Murray, and the position of his learned counsel is that the remainder in question is contingent; that whether it be contingent or not, in any event, the heirs at law, the class to take, are determinable only on Martin Brimmer, Jr.’s, death, and include only those of the class in existence at that time, so that their surviving that event becomes absolutely essential in order that they may share in the distribhtion of the trust property ; that Murray became on Brimmer’s death one of that class (heirs at law of the testator), and so took by devise under the will. It would thus be unnecessary for him to trace his title by descent through his mother, and under the statutes of this State, he, though an alien, would be entitled to take under such a devise.

And the counsel seeks to fortify this position by urging the following considerations:

That the will should not be so construed as to disinherit Murray, a lineal descendant of the testator.

That upon the face of the will it is clear that the testator intended to exclude Brimmer personally, and all claiming through him who should not be of the blood of the testator, from any participation in the actual division of the real estate held in trust for Brimmer’s benefit upon the falling in of the remainder.

That while conceding the general rule that upon a gift or devise [196] to heirs or to heirs at law, those heirs are to be ascertained as of the time of the death of the testator, this case is taken out of the general rule by the language of the devise itself, which provides that in case the said Martin Brimmer, Junior, shall die leaving no lawful issue him surviving, then, and in that case, the estate in said lands, and the entire and absolute estate and interest in such accumulations shall descend to, and vest in, my heirs.”

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Wadsworth v. Murray, 29 A.D. 191 (N.Y. Ct. App. 1898).

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